Welcome to the first of our series: Lessons I’ve Learned as the Spouse of a Financial Advisor. Over the next couple months, I will be taking partial authorship and sharing some of my favorite things (so far) I have learned being...

Through my CPA practice, I meet a lot of business owners looking to grow their business. Earlier this year, one of my small business clients mentioned that she spoke to another business owner in the same field that wanted to sell...

Matt reviews the debt ceiling debate, inflation, and impacts to you & your financial plan.

At Foundation Wealth, we try to be as full-service as an advisory firm can be. The four pillars of financial planning are: 1) investment planning; 2) tax planning; 3) insurance planning; and 4) estate planning. As your...

If your business is still filing a Schedule C as a Sole Proprietorship to report your taxable income on your individual tax return, it may be time to consider electing to be taxed as an S Corporation. Like a Sole Proprietorship,...

The news broke a few weeks ago that Daniel Snyder was finally ending his dreadful reign of the Washington Commanders. While the Snyder era produced a losing record and zero championship, he made out like a bandit when selling the...

A Back Door Roth IRA is a great way to get assets into a Roth account if you are over the income limit to directly contribute to a Roth IRA. The income thresholds for 2023 are $153,000 if single and $228,000 if married filing...

I love diversifying cash flows. To be as secure and practically diversified, I believe cash flow from real estate, stocks, bonds, and businesses are needed. The last item listed, cash flow from businesses, can be the...

I was fascinated to learn more about Xi Jinping and Vladimir Putin’s three-day summit last week after I learned they had intensely discussed de-dollarizing their trade. Many people are unfamiliar with the fact most...

With March and April tax season for me, I largely defer to Phil, our portfolio manager, and Alexi, our head of operations and compliance, on market research. However, there has been too much going on and too much to digest to hear...